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Evan R

CFP®, Series 66

Jenks, OK

Edward Jones

Evan Rush is a CFP®-designated financial advisor with Edward Jones, based in Jenks, Oklahoma. He has six years of industry experience, including time at the OSU Riata Center for Entrepreneurship and service in the U.S. Army Reserves. His background also includes a period of self-employment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Business ownership considerations Business exit / sale strategy Founder/Business Owner Executive Technology Professional Doctor or Medical Professional Oil & Gas
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Bryce S

Series 66

Jenks, OK

Edward Jones

Bryce Snyder is a Series 66 licensed financial advisor with Edward Jones in Jenks, Oklahoma, where he has worked since 2019. He has six years of industry experience and previously held positions at XPO Logistics and Life Connection Counseling. Snyder also serves in the U.S. Army Reserve, a role he has held since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Inheritance planning General estate planning guidance Founder/Business Owner
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